TCI Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

TCI Wealth Advisors’s Portfolio KTF Stock Details KTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-886	Closed	-$7.89K	–	1280
2023 Q1	$7.89K	Hold	886	–	–	﹤0.01%	1229
2022 Q4	$7.63K	Hold	886	–	–	﹤0.01%	1252
2022 Q3	$7K	Hold	886	–	–	﹤0.01%	1262
2022 Q2	$8K	Hold	886	–	–	﹤0.01%	1162
2022 Q1	$9K	Hold	886	–	–	﹤0.01%	1167
2021 Q4	$10K	Hold	886	–	–	﹤0.01%	1172
2021 Q3	$11K	Hold	886	–	–	﹤0.01%	1038
2021 Q2	$11K	Hold	886	–	–	﹤0.01%	909
2021 Q1	$10K	Hold	886	–	–	﹤0.01%	856
2020 Q4	$10K	Hold	886	–	–	﹤0.01%	655
2020 Q3	$10K	Hold	886	–	–	﹤0.01%	582
2020 Q2	$10K	Hold	886	–	–	﹤0.01%	571
2020 Q1	$10K	Hold	886	–	–	﹤0.01%	571
2019 Q4	$10K	Hold	886	–	–	﹤0.01%	704
2019 Q3	$10K	Hold	886	–	–	﹤0.01%	647
2019 Q2	$10K	Hold	886	–	–	﹤0.01%	626
2019 Q1	$10K	Hold	886	–	–	﹤0.01%	633
2018 Q4	$9K	Hold	886	–	–	﹤0.01%	651
2018 Q3	$9K	Buy	+886	New	+$9.63K	﹤0.01%	660
2018 Q2	–	Sell	-886	Closed	-$10K	–	1553
2018 Q1	$10K	Hold	886	–	–	﹤0.01%	622
2017 Q4	$11K	Hold	886	–	–	﹤0.01%	609
2017 Q3	$11K	Hold	886	–	–	0.01%	576
2017 Q2	$12K	Hold	886	–	–	0.01%	557
2017 Q1	$12K	Hold	886	–	–	0.01%	543
2016 Q4	$12K	Hold	886	–	–	0.01%	587
2016 Q3	$12K	Hold	886	–	–	0.01%	536
2016 Q2	$13K	Hold	886	–	–	0.01%	502
2016 Q1	$12K	Hold	886	–	–	0.01%	537
2015 Q4	$12K	Hold	886	–	–	0.01%	541
2015 Q3	$12K	Hold	886	–	–	0.01%	475
2015 Q2	$11K	Hold	886	–	–	0.01%	509
2015 Q1	$12K	Buy	+886	New	+$12.2K	0.01%	424

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

TCI Wealth Advisors's KTF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2023, closing a stake of 886 shares — an estimated $7.89K sold.

TCI Wealth Advisors first reported a position in KTF in Q1 2015 and held it in 32 quarters. The position peaked at $13K in Q2 2016. 79 funds tracked by Wall St. Rank hold KTF as of Q2 2023.

TCI Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 886 DWS Municipal Income Trust shares in Q2 2023, an estimated $7.89K.
TCI Wealth Advisors first reported a position in DWS Municipal Income Trust in Q1 2015 and held it in 32 quarters.
TCI Wealth Advisors's DWS Municipal Income Trust position peaked at $13K in Q2 2016.
79 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.